Ways to browse Independent advisors serving Connecticut

Pick a specialty to browse more Independent advisors serving Connecticut.

Browse by specialty

Find advisors serving Connecticut who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,160
Wealth management	898
Options & derivatives strategies	810
Retirement plans for business owners (SEP, solo 401k)	706
Executive	676
Private / alternative investments	663
Active portfolio management	567
Tax-loss harvesting	495
Concentrated stock management	472
Retired	389
ESG / Sustainable investing	365
General retirement planning	335
Income planning	287
Retirement income strategy	276
Annuities	248
Passive / index investing	226
College savings (529s, UTMA, etc.)	204
Business exit / sale strategy	194
Charitable giving & philanthropy	182
Real estate investing	169
Cash flow / budgeting	156
General tax planning	135
Factor investing / smart beta	123
Equity compensation tax strategy	121
General estate planning guidance	88
Business succession planning	83
Business ownership considerations	80
Retirement withdrawal strategies	72
HENRY (High Earners, Not Rich Yet)	42
Approaching retirement	39
Divorce financial planning	38
Values-based investing	35
Business sale tax planning	33
Educators, Teachers, and Academics	29
Long-term care insurance	26
Debt management	25
Doctor or Medical Professional	23
Life insurance needs analysis	20
Tax strategies for small businesses	20
Mid-Career Professionals	18
Self-Employed	17
Social Security optimization	17
Young Professionals	15
Stock option exercise strategy	14
Attorney	11
Financial Professional	11
Medicare planning	9
Planning for children with special needs	9
Charitable giving tax strategies	8
Retired	8
Established Professionals	7
Religious/faith focused	5
Roth conversion strategy	5
Multi-generational wealth transfer	4

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support